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Episode 573: Tesla Q2 Earnings Call Recap + FSD v14 Lite Goes Wide (REGULAR VERSION WITH ADS)

Jul 26, 2026 ยท 1h 59m

Topics discussed

Episode intro and personal Tesla update FSD v14 light and Model 3 9th anniversary Patreon poll and episode structure Q2 earnings letter: revenue and stock reaction Model Y L and Model S/X production end Optimus production and Supercharger growth Summer software update features Q2 outlook and cost focus Elon Musk opening statement on FSD and energy Optimus production challenges and TerraFab AI hardware, SpaceX, and Megapod design Earnings call recap and FSD user stats Xcare extended warranty sponsor segment Robotaxi safety stats and scaling plans Cybercab design and Optimus skepticism Supply chain, regulation, and SFO robotaxi Starlink integration and Cybercab features Fleet scaling, Semi production, and AI chips Hardware 4 upgrade plans and costs FSD v14 light driving impressions Daisy's birthday and movie recommendation Tesla pro tip of the week Sponsor segments: Abstract Ocean, RPM, detailing Patreon shoutouts and episode outro
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